Senior Mortgage Lending Consultant

JPMorgan Chase & Co.; Capitola (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Capitola, California, seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan lifecycle, guiding them from application to closing with expert mortgage knowledge.

You will mentor branch staff, collaborate with bankers to grow originations, and ensure an outstanding customer experience through coordinated marketing and cross-sell efforts. The role requires a bachelor's degree, 3+ years in mortgage lending, knowledge of

Qualifications

• Bachelor's degree or equivalent work experience in sales and/or real estate.
• 3+ years of mortgage lending and proven sales experience in retail banking.
• Knowledge of real estate market in local area.
• Excellent written and oral communication skills.
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines.

Responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
• Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
• Builds role as the internal and external mortgage expert and maintains good relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.

Skills

Communication skills

Sales experience

Customer service

Education

Bachelor's degree or equivalent work experience in sales and/or real estate

Job description

JPMorgan Chase & Co. in Capitola, California, seeks a Senior Home Lending Advisor to serve as the primary contact for customers throughout the loan lifecycle, guiding them from application to closing with expert mortgage knowledge.

You will mentor branch staff, collaborate with bankers to grow originations, and ensure an outstanding customer experience through coordinated marketing and cross-sell efforts. The role requires a bachelor's degree, 3+ years in mortgage lending, knowledge of